Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$725,683
-$24,996 QoQ
Shares Held
5,733
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,272
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $5,607,322 across 12 Utilities - Regulated Electric names. DUK ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,100 | $1,149,787 | |
| 2 | ED |
Consolidated Edison Inc
|
8,850 | $979,075 | |
| 3 | SO |
Southern Co
|
9,407 | $900,343 | |
| 4 | DUK |
Duke Energy CORP
This page
|
5,733 | $725,683 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,320 | $591,019 | |
| 6 | D |
Dominion Energy, Inc
|
5,779 | $394,647 | |
| 7 | EXC |
Exelon Corp
|
4,600 | $214,452 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,750 | $204,347 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,683 | 5,733 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $750,679 | 5,733 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $671,964 | 5,733 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $709,458 | 5,733 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $676,494 | 5,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $699,254 | 5,733 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $617,673 | 5,733 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $661,014 | 5,733 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $574,618 | 5,733 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $554,438 | 5,733 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $575,738 | 5,933 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $523,646 | 5,933 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $532,427 | 5,933 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $572,356 | 5,933 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $641,936 | 6,233 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $579,793 | 6,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $668,239 | 6,233 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $695,976 | 6,233 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $653,841 | 6,233 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $608,278 | 6,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $437,625 | 4,433 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $427,917 | 4,433 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $405,885 | 4,433 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $481,146 | 5,433 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $434,042 | 5,433 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $358,541 | 4,433 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||